by Jason Epps | Nov 7, 2024 | Blog, High Income Earners, Tax Strategies, Uncategorized
As December 31 approaches, it’s crucial for high-income earners to reflect on year-end tax planning strategies. With the potential for tax changes on the horizon in 2024, now is the perfect time to ensure you’re maximizing your savings and securing your family’s...
by Jason Epps | Sep 12, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
If you’ve been granted Restricted Stock Units (RSUs) as part of your compensation package, you might be wondering how they’ll affect your taxes. It’s a smart question to ask, because RSUs can have significant tax implications that aren’t always...
by Jason Epps | Aug 29, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
Equity compensation and stock-based rewards, such as restricted stock units (RSUs), have become increasingly common in today’s job market. However, if you’re new to the concept, it’s easy to get lost in the jargon and miss out on the potential benefits. If...
by Jason Epps | Aug 15, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
There’s a reason your employer offers you equity comprensation: it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of the company, it’s a win-win...
by Jason Epps | Feb 29, 2024 | Blog, Equity Compensation, High Income Earners
By Jason Epps, CFP®, CRPC® If you’re an employee, taking time to understand your benefits package is crucial for making informed decisions about your compensation—and financial future. In addition to health insurance and retirement plans, stock options play a...
